Everything you need to apply AI to your daily accounting work is right here. Pick a module from the menu to get started, or jump into today's Daily Challenge.
How this portal works
Each module includes a short lesson plus a set of ready-to-copy prompts you can adapt to any client or company you work with. Mark a module as complete once you've gone through it — your progress bar and certificate update automatically.
New here? Start with Monthly Closing, the first core module.
Module 1 of 16
📑 Monthly Closing
Use Claude to organize, review, and speed up your monthly closing process — without cutting corners on accuracy.
Why this matters
Monthly closing is one of the most repetitive and time-consuming parts of an accountant's routine. Claude won't replace your professional judgment, but it can help you organize your thinking, structure your review, and speed up the parts of the process that eat up your time — like drafting summaries, checking for missing entries, and preparing notes for your client.
How to use it
Before opening Claude, gather what you'll need: trial balance, prior month's closing, and any pending entries or adjustments. The clearer your inputs, the better the output. Copy any prompt below and replace the bracketed parts with your own data. Always review every number and adjustment before finalizing — Claude supports your process, it doesn't replace it.
Ready-to-use prompts
Prompt 1 — Closing checklist
I'm closing the books for [company/client name] for [month/year]. Here is a summary of the trial balance: [paste summary]. Help me identify any accounts that look unusual compared to a typical closing, any missing standard entries I should double-check (accruals, depreciation, prepaid expenses), and organize this into a short closing checklist I can follow.
Prompt 2 — Closing summary for internal notes
Based on this closing review [paste your notes], write a short, professional summary I can save internally, explaining what was adjusted and why.
Prompt 3 — Accrual review
Here is my list of recurring expenses and revenues for [client name]: [paste list]. Help me identify which ones should have an accrual entry this month and draft a short explanation for each.
Prompt 4 — Variance spotting
Compare this month's trial balance to last month's: [paste both]. Flag any account with a variance greater than [X]% and suggest possible explanations I should investigate.
Prompt 5 — Prepaid expense schedule
Here are the prepaid expenses I'm tracking: [paste list with amounts and terms]. Help me build a simple monthly amortization schedule and tell me what should be expensed this period.
Prompt 6 — Closing timeline
I need to close the books for [number] clients by [date]. Here's what each one needs: [list clients and pending items]. Help me build a prioritized timeline for this week.
Prompt 7 — Depreciation double-check
Here is my fixed asset list with depreciation methods: [paste list]. Confirm the expected monthly depreciation for each and flag anything that looks inconsistent with the method stated.
Prompt 8 — Closing email to client
Write a short, friendly email to [client name] letting them know their monthly closing for [month] is complete, highlighting one or two key numbers, and asking if they have any questions.
Module 2 of 16
📊 Financial Statement Analysis
Read, interpret, and explain financial statements faster — and turn raw numbers into insight your clients understand.
Why this matters
Clients don't want a spreadsheet — they want to know what the numbers mean for their business. Claude can help you move from "here are the statements" to "here's what changed, why, and what to watch," turning routine reporting into something that reads like advice.
How to use it
Paste in summarized statement data (income statement, balance sheet, or both) and let Claude help you spot trends, compare periods, and draft plain-language explanations. You stay in control of every conclusion — Claude accelerates the first draft, you finalize it.
Ready-to-use prompts
Prompt 1 — Period-over-period summary
Here are this period's and last period's income statements for [client name]: [paste both]. Summarize the three most significant changes and a plain-language explanation for each.
Prompt 2 — Trend spotting
Here are the last 6 months of revenue and expenses for [client name]: [paste data]. Identify any trends I should flag to the client, positive or negative.
Prompt 3 — Plain-language translation
Rewrite this technical financial summary in plain language a non-accountant business owner would understand: [paste technical summary].
Prompt 4 — Expense breakdown narrative
Here's the expense breakdown by category for [client name] this period: [paste data]. Write a short narrative highlighting the largest categories and any unusual increases.
Prompt 5 — Balance sheet health check
Here is [client name]'s balance sheet: [paste data]. Give me a plain-language read on their financial health — liquidity, debt levels, and anything worth flagging.
Prompt 6 — Executive summary draft
Based on this financial statement analysis [paste your notes/findings], draft a 5-6 sentence executive summary I can send to the client or use to open a review meeting.
Prompt 7 — Comparing to industry norms
Here are [client name]'s key numbers: [paste data]. Based on general knowledge of typical [industry] benchmarks, what stands out as above or below what's common? Note this is a general reference, not a formal benchmarking study.
Prompt 8 — Questions to ask the client
Based on this financial statement data [paste data], suggest 5 clarifying questions I should ask the client before finalizing my analysis.
Module 3 of 16
🔍 Entry Review
Catch inconsistencies before they become real problems — a structured second look, powered by AI.
Why this matters
Small entry errors compound. A misclassified expense or a duplicated entry can throw off a whole closing if it's not caught early. Claude is useful here as a structured "second pair of eyes" — it won't catch everything a trained reviewer would, but it's excellent at flagging patterns worth a closer look.
How to use it
Paste in a batch of entries or a summarized ledger extract. Ask Claude to look for duplicates, unusual classifications, or amounts that don't match typical patterns. Always verify flagged items against source documents before making any correction.
Ready-to-use prompts
Prompt 1 — Duplicate entry check
Here is a list of entries for [period]: [paste list]. Flag any that look like possible duplicates based on date, amount, and description.
Prompt 2 — Misclassification scan
Here are entries classified under [account name]: [paste list]. Based on the descriptions, flag any that look like they might be misclassified and suggest a more likely account.
Prompt 3 — Round-number check
Here is a list of entries: [paste list]. Flag any suspiciously round numbers (e.g. exactly $1,000, $5,000) that might warrant a closer look.
Prompt 4 — Missing documentation flag
Here are entries above [$ amount threshold]: [paste list]. List them out so I can confirm each has supporting documentation on file.
Prompt 5 — Unusual timing check
Here are entries dated in the last week of the period: [paste list]. Flag any that look unusual for late-period timing and might need extra review.
Prompt 6 — Related-party flag
Here are entries involving [owner/related party names]: [paste list]. Organize these separately and note anything that looks inconsistent with prior periods.
Prompt 7 — Review summary for the file
Based on this entry review [paste your findings], write a short summary I can keep in the client file documenting what was checked and what was flagged.
Prompt 8 — Correction entry draft
I need to correct this entry: [paste original entry and the issue]. Draft the correcting journal entry with a clear description explaining the adjustment.
Module 4 of 16
🧮 Account Reconciliation
Structured prompts to reconcile bank accounts, credit cards, and intercompany balances faster.
Why this matters
Reconciliation is mechanical but unforgiving — one missed transaction and nothing balances. Claude can help you organize the comparison, explain a stubborn difference in plain language, and draft the notes you'll need when you hand it off or file it.
How to use it
Paste in your two sides of the comparison (bank statement vs. ledger, for example) and ask Claude to help identify the gap. It's especially useful for turning a messy list of differences into an organized, explainable summary.
Ready-to-use prompts
Prompt 1 — Reconciliation gap summary
Here is my bank statement total and my book balance for [account name], period [date]: Bank: [amount]. Book: [amount]. Here are the outstanding items I know about: [list]. Help me organize this into a clear reconciliation summary.
Prompt 2 — Outstanding items list
Here are transactions in the bank statement not yet in the books, and vice versa: [paste both lists]. Organize them into "outstanding deposits," "outstanding checks/payments," and "unexplained differences."
Prompt 3 — Explaining a stubborn difference
I have a difference of [$ amount] between my bank and book balance that I can't explain. Here's everything I've checked so far: [list]. Suggest other common causes I might be missing.
Prompt 4 — Credit card reconciliation
Here is my credit card statement and my recorded expenses for [period]: [paste both]. Help me match them and flag any charges not yet recorded.
Prompt 5 — Intercompany reconciliation
Here are the intercompany balances reported by [Entity A] and [Entity B]: [paste both]. Help me identify where they don't match and possible reasons why.
Prompt 6 — Reconciliation note for the file
Based on this completed reconciliation [paste summary], write a short note for the file explaining the final balance and any adjustments made.
Prompt 7 — Recurring reconciliation checklist
Build me a short recurring checklist I can follow every month to reconcile [type of account] for [client name], based on the steps I usually take: [describe your process].
Prompt 8 — Explaining the reconciliation to a client
Write a short, simple explanation for [client name] about why their bank balance and book balance don't match this month, based on this: [paste reasons].
Module 5 of 16
💬 Client Communication
Plain-language emails and explanations that make you sound clear, professional, and in control — every time.
Why this matters
Clients rarely question your technical work — they question how it's explained. A clear, well-worded message builds trust faster than a perfect spreadsheet nobody reads. Claude is excellent at converting your notes into client-ready language, fast.
How to use it
Give Claude the facts and your intent (informing, requesting, reassuring, following up) and let it draft the message. Always review for tone and accuracy before sending — you know the client relationship better than any AI does.
Ready-to-use prompts
Prompt 1 — Document request
Write a polite but clear email to [client name] requesting the following documents: [list documents]. Mention the deadline: [date].
Prompt 2 — Explaining a high tax bill
Write a calm, clear email explaining to [client name] why their tax liability this period is [amount/reason], in plain, non-defensive language.
Prompt 3 — Late payment follow-up
Write a professional but firm follow-up email to [client name] about an overdue invoice of [amount], due on [date].
Prompt 4 — Onboarding welcome message
Write a warm welcome email for a new client, [client name], explaining what to expect in the first month of working together and what I'll need from them.
Prompt 5 — Delivering bad news
Write a clear, empathetic message to [client name] explaining this issue: [describe issue], what it means for them, and the next steps.
Prompt 6 — Meeting recap
Based on these meeting notes [paste notes], write a short recap email to [client name] summarizing what was discussed and any action items.
Prompt 7 — Answering a common question
A client asked: "[paste client's question]." Write a clear, jargon-free answer I can send back.
Prompt 8 — Price increase notice
Write a respectful email informing [client name] of a fee increase from [old amount] to [new amount], effective [date], with a brief reason.
Module 6 of 16
📝 Memos & Opinions
Draft technical write-ups, memos, and summaries that clients — and colleagues — actually understand.
Why this matters
A well-written memo protects you and informs the client. Claude helps with the first draft — structuring the reasoning, tightening the language — while you keep full responsibility for the technical conclusion and its accuracy.
How to use it
Give Claude your facts, your conclusion, and the audience (technical or non-technical). Ask for a structured draft, then review and adjust the substance yourself.
Ready-to-use prompts
Prompt 1 — Internal memo structure
Draft an internal memo about the following issue: [describe issue and facts]. My conclusion is: [state conclusion]. Structure it with: background, analysis, and conclusion.
Prompt 2 — Client-facing summary of a technical memo
Rewrite this technical memo in plain language for a non-accountant client: [paste memo].
Prompt 3 — Opinion letter draft
Draft an opinion letter for [client name] regarding [topic], based on these facts: [list facts] and my conclusion: [state conclusion].
Prompt 4 — Year-end summary letter
Write a year-end summary letter for [client name] covering their overall financial performance for [year], based on this data: [paste key numbers].
Prompt 5 — Tightening a draft
Tighten and clarify this draft memo without changing its meaning: [paste draft].
Prompt 6 — Recommendation summary
Based on this analysis [paste analysis], write a short recommendation section with 2-3 clear, actionable options for the client.
Prompt 7 — Risk disclosure paragraph
Draft a short, clear paragraph disclosing this risk or limitation to the client: [describe risk], without causing unnecessary alarm.
Prompt 8 — Executive-ready recap
Condense this memo into a 4-sentence executive summary for someone who won't read the full document: [paste memo].
Module 7 of 16
🧾 Tax Season Support
Organize documentation, identify deductions, and triage new clients faster during your busiest months.
Why this matters
Tax season is a documentation and triage problem as much as a technical one. Claude is especially useful for organizing what's missing, drafting document request lists, and preparing intake questions — freeing you to focus on the actual technical review.
How to use it
Use Claude to build checklists, organize client documentation status, and draft communications. Every deduction, credit, or filing position should still be verified by you against current, jurisdiction-specific rules.
Ready-to-use prompts
Prompt 1 — Document checklist by client type
Build a document checklist I should request from a [client type: e.g. self-employed / small business / rental property owner] client for tax season.
Prompt 2 — Missing document tracker
Here's my client list and what's still missing: [paste list]. Organize this into a prioritized follow-up list, most urgent first.
Prompt 3 — Deduction discussion prep
Here's what I know about [client name]'s situation: [describe]. List common deduction categories I should ask them about, so I don't rely only on what they think to mention.
Prompt 4 — New client intake script
Write a short intake script/questionnaire for a first call with a new tax client, covering the basics I need to scope the engagement.
Prompt 5 — Explaining a refund vs. amount owed
Write a simple explanation for [client name] about why they owe [amount] / are getting a refund of [amount] this year, based on: [key reasons].
Prompt 6 — Deadline reminder sequence
Draft a 3-message reminder sequence (initial, mid, urgent) to send clients about the [date] filing deadline and what I still need from them.
Prompt 7 — Extension request explanation
Write a short, clear message explaining to [client name] why we're filing an extension and what that means for them.
Prompt 8 — Season wrap-up client note
Write a short thank-you note to send clients after tax season wraps up, thanking them for their patience and reminding them we're available year-round.
Module 8 of 16
✅ Compliance Review
Checklists and structured reviews to run before filing or closing — catch what's easy to miss under deadline pressure.
Why this matters
Most compliance misses aren't knowledge gaps — they're checklist gaps, caused by working fast under pressure. Claude is well-suited to building and running through structured checklists so nothing slips because of time pressure. Always adapt these to your specific jurisdiction and current regulations.
How to use it
Ask Claude to build a checklist for a specific filing or closing scenario, then run through your data against it. Treat the output as a starting checklist to customize, not a substitute for staying current on regulatory requirements.
Ready-to-use prompts
Prompt 1 — Pre-filing checklist
Build a pre-filing compliance checklist for [filing type] for a [client type]. I'll customize it with jurisdiction-specific items afterward.
Prompt 2 — Pre-closing checklist
Build a pre-closing checklist to run through before finalizing monthly books for a [client type] client.
Prompt 3 — New client compliance intake
List the compliance items I should confirm are in order when taking on a new [client type] client (registrations, filings, prior obligations).
Prompt 4 — Documentation retention reminder
Write a short internal note reminding the team what documentation should be retained and for how long for [filing/transaction type], based on our current policy: [describe policy].
Prompt 5 — Red flag scan before submission
Here's a summary of what I'm about to file for [client name]: [paste summary]. Flag anything that looks incomplete or inconsistent before I submit it.
Prompt 6 — Compliance calendar draft
Help me draft a recurring compliance calendar template for a [client type] client, listing typical categories of recurring obligations I should track (to be filled with my jurisdiction's actual dates).
Prompt 7 — Explaining a compliance requirement
Explain this compliance requirement in plain language so I can pass it on to [client name]: [paste requirement or regulation text].
Prompt 8 — Post-filing confirmation note
Write a short confirmation message to [client name] letting them know [filing type] was submitted on [date], with next steps if any.
Module 9 of 16
🗂️ Practice Admin
Intake, follow-ups, and scheduling — the operational side of running a practice, streamlined with AI.
Why this matters
The tasks that keep a practice running smoothly — intake forms, scheduling, follow-ups — rarely feel urgent individually, but they add up. Claude helps you draft and standardize these quickly, so admin work stops eating into billable time.
How to use it
Use Claude to draft repeatable admin communications and light-weight internal processes. These are meant to be templates you reuse and lightly customize each time, not one-off writing tasks.
Ready-to-use prompts
Prompt 1 — New client intake form
Draft a new client intake form for a [client type] client, covering contact info, business basics, and initial documentation needed.
Prompt 2 — Scheduling email
Write a short email to [client name] proposing 3 time slots for a [meeting purpose] call: [list slots].
Prompt 3 — No-show follow-up
Write a polite follow-up message to [client name] who missed our scheduled call on [date], offering to reschedule.
Prompt 4 — Engagement letter draft
Draft a simple engagement letter outline for [service type] with [client name], covering scope, fees, and responsibilities. I will finalize with my own legal terms.
Prompt 5 — Offboarding checklist
Build a checklist for offboarding a client who is leaving the practice, covering handoff of records and final communications.
Prompt 6 — Weekly task organization
Here's my task list for the week: [paste list]. Help me organize it by priority and estimated time.
Prompt 7 — Referral thank-you note
Write a short thank-you message to [name] for referring [new client name] to my practice.
Prompt 8 — Standard operating procedure draft
Turn these rough notes into a short, clear standard operating procedure for [task/process]: [paste notes].
Module 10 of 16
📒 Bookkeeping Fundamentals
Organize entries, categorize expenses, and keep a clean chart of accounts — the foundation everything else is built on.
Why this matters
Clean bookkeeping makes every later step faster — closing, analysis, tax season. Claude is useful for standardizing categorization, cleaning up messy chart of accounts, and drafting bookkeeping policies you can reuse across clients.
How to use it
Paste a batch of transactions or an existing chart of accounts and ask Claude to help organize, categorize, or clean it up. Final categorization decisions are still yours, especially for anything client- or industry-specific.
Ready-to-use prompts
Prompt 1 — Categorize a batch of transactions
Here is a list of transaction descriptions: [paste list]. Suggest a likely expense category for each, based on standard bookkeeping categories.
Prompt 2 — Build a chart of accounts
Build a standard chart of accounts for a [business type] business, organized by Assets, Liabilities, Equity, Revenue, and Expenses.
Prompt 3 — Clean up a messy chart of accounts
Here is an existing chart of accounts: [paste list]. Flag duplicate, overly granular, or inconsistent account names and suggest a cleaner structure.
Prompt 4 — Bookkeeping policy draft
Draft a simple internal bookkeeping policy covering how to categorize [specific recurring expense type], so it's applied consistently by anyone on the team.
Prompt 5 — Explaining bookkeeping basics to a new business owner
Write a simple explanation for a first-time business owner about why organized bookkeeping matters and what they should be sending me each month.
Prompt 6 — Receipt/expense log template
Build a simple template a small business owner could use to log their own expenses before sending them to me each month.
Prompt 7 — Personal vs. business expense flag
Here is a list of transactions from a business account: [paste list]. Flag any that look like they might be personal rather than business expenses.
Prompt 8 — Monthly bookkeeping summary for the client
Based on this month's categorized transactions [paste summary], write a short note to [client name] highlighting their top 3 spending categories.
Module 11 of 16
💵 Payroll Processing
Prompts to help calculate, double-check, and communicate about payroll — always verified against current local regulations.
Why this matters
Payroll mistakes are visible and costly — nobody forgives a wrong paycheck. Claude is helpful for organizing the calculation logic and drafting communications, but every rate, deduction, and tax rule must be confirmed against current regulations in your jurisdiction — never rely on Claude for exact current tax tables or rates.
How to use it
Use Claude to structure your payroll calculation process and draft explanations for employees or clients. Treat any numeric output as a draft to verify, not a final figure.
Ready-to-use prompts
Prompt 1 — Payroll calculation structure
Build me a step-by-step structure for calculating net pay from gross salary, given these deduction categories: [list categories]. I will confirm exact rates separately.
Prompt 2 — Explaining a payslip to an employee
Write a simple explanation for an employee about what each line on their payslip means, based on this structure: [paste payslip categories].
Prompt 3 — New hire payroll checklist
Build a checklist for setting up a new employee in payroll, covering the information I need to collect before their first pay run.
Prompt 4 — Overtime calculation double-check
Here's how I calculated overtime for [employee]: [paste calculation]. Walk through the logic and flag anything that looks inconsistent.
Prompt 5 — Payroll variance explanation
This month's total payroll is [amount] different from last month. Here's what changed: [list changes]. Draft a short explanation for the client.
Prompt 6 — Termination pay checklist
Build a checklist of items to consider when calculating a final paycheck for a departing employee (to be confirmed against local regulations).
Prompt 7 — Client payroll summary email
Write a short email to [client name] summarizing this period's payroll run: total gross, total net, and headcount, based on: [paste data].
Prompt 8 — Payroll error correction note
Draft a clear, apologetic message to an employee explaining a payroll correction: [describe the error and fix].
Module 12 of 16
📤 Accounts Payable & Receivable
Collections, due dates, and cash flow control — keep money moving in both directions without the manual chasing.
Why this matters
Cash flow problems are often AP/AR problems in disguise — money owed but not collected, or bills paid too early. Claude helps you draft the recurring communications (reminders, follow-ups) that keep this moving without you rewriting the same email every time.
How to use it
Use Claude to draft escalating collection sequences, prioritize payables, and summarize AP/AR status for clients. It won't replace a proper aging report, but it speeds up the communication layer around it.
Ready-to-use prompts
Prompt 1 — Friendly first reminder
Write a friendly first payment reminder to [customer name] for invoice #[number], amount [amount], due [date].
Prompt 2 — Firmer second reminder
Write a firmer follow-up for an invoice now [X] days overdue: [details]. This is the second reminder sent.
Prompt 3 — Final notice before escalation
Write a formal final notice for an invoice [X] days overdue, mentioning that further steps may be taken if not resolved by [date].
Prompt 4 — Payables prioritization
Here's my list of bills due this month with amounts and due dates: [paste list]. Given available cash of [amount], help me prioritize what to pay first.
Prompt 5 — Vendor payment confirmation
Write a short confirmation message to [vendor name] confirming payment of [amount] was sent on [date].
Prompt 6 — AR aging summary for client
Based on this aging data [paste data], write a short summary for [client name] highlighting their largest overdue accounts.
Prompt 7 — Payment plan proposal
Draft a message proposing a payment plan to a customer who owes [amount], to be paid in [number] installments.
Prompt 8 — Cash flow impact note
Based on this AP/AR summary [paste data], write a short note to the client explaining how upcoming payables and receivables will affect their cash position this month.
Module 13 of 16
📈 Budgeting & Forecasting
Annual budgets, projections, and client scenarios — help clients plan ahead, not just look back.
Why this matters
Budgeting conversations move a client relationship from "you record what happened" to "you help me plan what's next." Claude is useful for structuring a budget, running simple scenarios, and explaining assumptions clearly — all still grounded in numbers you and the client provide and validate.
How to use it
Give Claude historical data and assumptions, and ask for a structured budget or scenario comparison. Every assumption should be explicit and confirmed with the client — never let Claude silently invent a growth rate or cost assumption.
Ready-to-use prompts
Prompt 1 — Basic annual budget structure
Build a simple annual budget structure for a [business type] business, based on last year's actuals: [paste key figures] and a growth assumption of [X]%.
Prompt 2 — Scenario comparison
Compare two scenarios for [client name]: Scenario A: [describe assumptions]. Scenario B: [describe assumptions]. Summarize the key differences in outcome.
Prompt 3 — Assumption documentation
Here are the assumptions behind this budget: [list assumptions]. Write them up clearly so I can document and share them with the client for confirmation.
Prompt 4 — Hiring scenario
Help [client name] think through the cash flow impact of hiring a new employee at [salary], starting [date], based on their current numbers: [paste data].
Prompt 5 — Budget vs. actual explanation
Here's how actuals compared to budget this period: [paste data]. Write a plain-language explanation of the biggest variances.
Prompt 6 — Break-even discussion prep
Based on these fixed and variable costs [paste data], help me prepare talking points to explain break-even point to [client name].
Prompt 7 — Simple cash forecast narrative
Based on this 3-month cash projection [paste data], write a short narrative flagging any month where the balance looks tight.
Prompt 8 — Budget kickoff meeting agenda
Draft an agenda for a budget planning kickoff meeting with [client name], covering what information I'll need from them.
Module 14 of 16
🏭 Fixed Assets & Depreciation
Keep asset registers organized and depreciation calculations consistent, period after period.
Why this matters
Fixed asset registers tend to get messy over time — assets added inconsistently, depreciation methods mixed, disposals not recorded. Claude is useful for organizing registers and explaining depreciation clearly. Always verify method and useful-life assumptions against current accounting standards and tax rules in your jurisdiction.
How to use it
Paste your asset list and ask Claude to help structure or review it. Use it to explain depreciation to clients in plain language, not to determine the correct method or rate — that judgment stays with you.
Ready-to-use prompts
Prompt 1 — Asset register structure
Build a simple fixed asset register structure with columns for: asset name, purchase date, cost, useful life, method, accumulated depreciation, and net book value.
Prompt 2 — Depreciation method explanation
Explain the difference between straight-line and declining balance depreciation in plain language, with a simple example, for a client who's asking.
Prompt 3 — New asset checklist
Build a checklist of information I need to collect when a client purchases a new fixed asset, before I can add it to the register.
Prompt 4 — Asset disposal note
Here's an asset being disposed of: [describe asset, cost, accumulated depreciation, sale price]. Help me structure the calculation for gain/loss on disposal.
Prompt 5 — Register review flag
Here is a fixed asset register: [paste data]. Flag any entries that look inconsistent — mismatched methods, missing useful life, or fully depreciated assets still active.
Prompt 6 — Capitalization threshold policy
Draft a short internal policy explaining when a purchase should be capitalized as a fixed asset versus expensed, based on a threshold of [$ amount].
Prompt 7 — Client explanation of book value
Write a simple explanation for [client name] about why their equipment shows a lower value on the books than what they think it's worth.
Prompt 8 — Annual asset review reminder
Write a short reminder message to send clients annually, asking them to confirm any fixed assets purchased, sold, or retired during the year.
Module 15 of 16
📊 Financial Ratio Analysis
Liquidity, profitability, and leverage — calculated, interpreted, and explained clearly to your clients.
Why this matters
Ratios are where accounting turns into insight. A client rarely cares about their current ratio as a number — they care what it means for their ability to pay bills. Claude is strong at translating ratio outputs into a plain-language narrative clients actually act on.
How to use it
Give Claude the underlying figures (not just the ratio) so it can show its work, and always sanity-check the calculation yourself before sharing it externally.
Ready-to-use prompts
Prompt 1 — Core ratio calculation
Using this balance sheet and income statement data [paste data], calculate current ratio, quick ratio, debt-to-equity, and net profit margin, showing the formula used for each.
Prompt 2 — Plain-language ratio explanation
Explain what a current ratio of [X] means for a business owner who has never heard the term before.
Prompt 3 — Ratio trend over time
Here are [client name]'s key ratios over the last 4 quarters: [paste data]. Summarize the trend and what it suggests.
Prompt 4 — Liquidity concern narrative
Based on these liquidity ratios [paste data], write a short, non-alarming note flagging a potential cash concern to the client.
Prompt 5 — Profitability summary
Based on gross margin, operating margin, and net margin of [values], write a short profitability summary for [client name].
Prompt 6 — Leverage/debt discussion prep
Based on this debt-to-equity ratio and debt schedule [paste data], help me prepare talking points for a conversation about the client's debt levels.
Prompt 7 — One-page ratio dashboard narrative
Based on this set of ratios [paste data], write a one-page narrative summary suitable for a client-facing report.
Prompt 8 — Comparing two periods
Compare these ratios from two periods [paste both sets] and explain what improved, what got worse, and a likely reason for each.
Module 16 of 16
💡 Small Business Advisory
Prompts to help you act as a strategic advisor — not just the person who closes the books.
Why this matters
Advisory work is where accountants earn premium fees — but it requires a different kind of communication: forward-looking, business-minded, not just historical reporting. Claude helps you draft advisory-style insights and questions that shift the conversation from "here's what happened" to "here's what you could do."
How to use it
Use these prompts after you already understand the client's numbers — Claude helps you frame insight and next steps, not generate the underlying analysis from nothing.
Ready-to-use prompts
Prompt 1 — Advisory discussion questions
Based on this client's numbers [paste summary], suggest 5 strategic questions I could ask them in an advisory meeting.
Prompt 2 — Pricing pitch for advisory services
Write a short pitch I can send existing bookkeeping clients offering an upgraded advisory service, based on this offer: [describe service and price].
Prompt 3 — Growth opportunity framing
Based on this data [paste data], help me frame 2-3 potential growth opportunities I could raise with the client, phrased as questions rather than conclusions.
Prompt 4 — Cost-cutting conversation starter
Based on this expense breakdown [paste data], suggest a tactful way to open a conversation about reducing costs in [category].
Prompt 5 — Quarterly advisory recap
Based on this quarter's performance [paste summary], draft a short advisory recap for [client name] covering what happened, what it means, and one recommendation.
Prompt 6 — KPI dashboard suggestion
Based on this business type [describe], suggest 5 key metrics beyond standard financials that this client should track monthly.
Prompt 7 — Advisory meeting agenda
Draft a 30-minute advisory meeting agenda for [client name], covering a quick numbers recap, one discussion topic, and next steps.
Prompt 8 — Positioning yourself as an advisor
Write a short message I can send existing clients repositioning myself from "the person who does my books" to "someone who helps me make decisions," without sounding like a sales pitch.
Bonus Add-On
⭐ Claude for Accounting PRO
Advanced prompts for the strategic side of your practice — cash flow analysis, projections, due diligence support, variance analysis, deeper reporting, and scenario planning.
What this is for
While the 16 core modules cover the day-to-day essentials, this PRO pack focuses on the tasks that separate a good accountant from a strategic one: interpreting numbers, projecting scenarios, and communicating financial insight with confidence.
💧 Cash Flow Analysis
Prompt — Cash flow pattern review
Here is [client name]'s monthly cash flow for the last 6 months: [paste data]. Identify seasonality, trends, and any red flags in their cash position.
Prompt — Cash runway estimate
Based on this current cash balance and average monthly burn [paste data], estimate how many months of runway the client has, and flag if it's under [X] months.
📈 Financial Projections
Prompt — Simple 12-month projection
Build a simple 12-month revenue and expense projection for [client name] based on this historical data [paste data] and a growth assumption of [X]%. State all assumptions clearly.
Prompt — Defensible forecast narrative
Write a short narrative explaining the assumptions and methodology behind this projection [paste projection], suitable for sharing with the client or a lender.
🔎 Simplified Due Diligence Support
Prompt — Due diligence findings summary
Here are my findings from reviewing [company name]'s financials for a [sale/investment/partnership]: [paste findings]. Organize this into a clear summary with key risks and observations.
Prompt — Due diligence checklist
Build a due diligence checklist for reviewing the financials of a [business type] business ahead of a [transaction type].
📉 Variance Analysis
Prompt — Explaining variance in plain language
Here's how actual numbers compared to budget/prior period: [paste data]. Explain the biggest variances in plain language, avoiding accounting jargon.
Prompt — Root-cause questions for a variance
This account shows a variance of [amount/%] versus expected: [describe]. Suggest 3-4 root-cause questions I should ask the client to understand why.
📋 Deeper Client Reporting
Prompt — Investor/board-ready summary
Turn this raw financial data [paste data] into a board-ready one-page summary, professional tone, focused on the key takeaways.
Prompt — Quarterly narrative report
Based on this quarter's numbers [paste data], write a narrative report structured as: highlights, concerns, and outlook.
🎯 Scenario Planning
Prompt — "What if" scenario modeling logic
Help [client name] think through this scenario: [describe scenario, e.g. "what if we hire 2 people" or "what if a key client leaves"], using their current numbers: [paste data]. Walk through the likely financial impact step by step.
Prompt — Best/worst/likely case summary
Based on this data [paste data] and assumption range [describe], build a short best-case / worst-case / most-likely-case summary for the client.
Bonus 1
📚 +50 Prompts Library
A filterable library of extra prompts to copy and use across every part of your practice. Filter by category or scroll through all of them.
Closing
Summarize this month's closing adjustments in 3 bullet points for my own notes: [paste adjustments].
Closing
Here's my closing checklist progress: [paste status]. Tell me what's still outstanding.
Closing
Draft a short note explaining a late adjusting entry to [client name]: [describe entry].
Reconciliation
List common reasons a petty cash account might not reconcile, so I can check them one by one.
Reconciliation
Here are two versions of the same ledger: [paste both]. Help me spot where they diverge.
Closing
Build a short year-end closing checklist covering items beyond the usual monthly routine.
Communication
Write a short check-in email to a client I haven't heard from in [X] weeks.
Communication
Write a message declining a request from [client name] to do [request] outside our current scope, politely offering an add-on.
Communication
Write a short apology and correction message for an error I made: [describe error].
Communication
Write a message setting expectations with a new client about response times and preferred communication channels.
Communication
Write a holiday/office-closure notice to send to all clients, covering [dates].
Communication
Write a short message asking a client for a testimonial or review after a positive engagement.
Tax
List common documents needed for a [client type] client that first-timers usually forget to bring.
Tax
Write a short explanation of estimated quarterly payments for a client who's never made one before.
Compliance
Build a checklist of what to verify before submitting a filing on behalf of a client.
Compliance
Write an internal note flagging a compliance deadline coming up for [client name] on [date].
Tax
Explain the difference between a tax credit and a tax deduction in plain language for a client.
Compliance
Draft a short reminder to a client about record-keeping requirements for [expense type].
Reporting
Turn this raw data [paste data] into 3 bullet-point takeaways for a client update.
Reporting
Write a short cover note to accompany this month's financial package: [describe contents].
Analysis
Compare this year's numbers to last year's [paste both] and summarize the 3 biggest changes.
Analysis
Explain what a negative gross margin trend could mean for [client name]'s business.
Reporting
Draft a simple monthly report template I can reuse across clients, with sections for summary, highlights, and flags.
Analysis
Here's a KPI that changed significantly this month: [describe]. Suggest 3 possible explanations.
Payroll
Write a short FAQ answer for employees asking why their paycheck changed this period: [reason].
Payroll
Build a checklist for reviewing payroll before submission, covering hours, rates, and deductions.
Payroll
Draft a message to a client explaining the true cost of an employee beyond gross salary (taxes, benefits).
Payroll
Write a short internal note documenting a manual payroll adjustment and the reason for it: [describe].
Payroll
Build a simple onboarding email covering what a new employee should expect on their first payday.
Bookkeeping
Suggest a simpler category name for this overly technical account title: [account name].
Bookkeeping
Write a short guide for a client on how to photograph and label receipts before sending them to me.
Bookkeeping
Here's a batch of vague transaction descriptions: [paste list]. Suggest what information I should ask the client to clarify each.
Bookkeeping
Draft a short internal note on how to handle recurring subscription charges consistently.
Bookkeeping
Build a simple monthly bookkeeping checklist a junior team member could follow.
AP/AR
Write a short "thank you for your payment" message to send automatically when an invoice is settled.
AP/AR
Draft a note requesting updated banking details from a vendor.
AP/AR
Write a short explanation for a client about why paying vendors early doesn't always help cash flow.
AP/AR
Build a simple weekly AP/AR review checklist for a small business owner to follow themselves.
AP/AR
Write a short dispute-response message to a customer questioning a charge on their invoice: [describe].
Budgeting
Explain the difference between a budget and a forecast to a client who uses the terms interchangeably.
Budgeting
Build a simple template for tracking budget vs. actual monthly, by category.
Budgeting
Write a short note flagging that a client is on pace to exceed their annual budget in [category].
Budgeting
Suggest 3 simple cost categories a first-time budgeter often forgets to include.
Budgeting
Draft a short annual budget kickoff email to send clients each year.
Advisory
Suggest 3 open-ended questions to better understand a client's business goals for the year.
Advisory
Write a short note proposing a quarterly check-in call to a client who's only ever worked with me reactively.
Advisory
Based on this client profile [describe], suggest what advisory topics might be most relevant to them right now.
Advisory
Write a short note congratulating a client on a milestone (revenue, headcount, anniversary): [describe milestone].
Advisory
Suggest a simple way to explain the value of advisory services to a client who only sees me as "the tax person."
Advisory
Draft a short year-in-review message highlighting how I supported [client name] this year.
Advisory
Write a short message offering a free 15-minute strategy call to past clients who haven't engaged in a while.
Bonus 2
✉️ Client Communication Swipe File
Ready-to-send emails for the most common client situations. No prompting needed — copy, personalize the brackets, and send.
📄 Requesting Missing Documents
Email
Subject: Quick document request — [Client Name]
Hi [Client Name],
Hope you're doing well! To keep things moving, could you send over the following when you get a chance:
- [Document 1]
- [Document 2]
No rush, but it would help to have these by [date]. Let me know if you have any questions.
Best,
[Your Name]
💰 Explaining a High Tax Bill
Email
Subject: About this year's tax result
Hi [Client Name],
I wanted to walk you through this year's result before you see the final number. Your tax liability came out to [amount], mainly due to [reason — e.g. increased income, reduced deductions].
Here's a quick breakdown: [1-2 sentence breakdown].
Happy to hop on a call if you'd like to go through it together.
Best,
[Your Name]
⏰ Deadline Reminder
Email
Subject: Reminder — [deadline] is coming up
Hi [Client Name],
Just a friendly reminder that [deadline/task] is due on [date]. To stay on track, I still need:
- [Item 1]
- [Item 2]
Let me know if you have any questions — happy to help however I can.
Best,
[Your Name]
❓ Responding to "Why did I pay so much?"
Email
Subject: Re: your question about this month's numbers
Hi [Client Name],
Great question — I understand the concern. The short answer is [1-sentence reason].
To break it down a bit more: [2-3 sentence plain-language explanation].
Let me know if you'd like to go over it live — always happy to walk through the numbers together.
Best,
[Your Name]
👋 New Client Onboarding Welcome
Email
Subject: Welcome aboard, [Client Name]!
Hi [Client Name],
Welcome — excited to start working together! Here's what to expect over the next few weeks:
1. [Step 1]
2. [Step 2]
3. [Step 3]
To get started, could you send over: [initial documents/info needed]?
Looking forward to it,
[Your Name]
💸 Overdue Invoice Follow-Up
Email
Subject: Following up — Invoice #[number]
Hi [Client Name],
Just following up on invoice #[number] for [amount], which was due on [date]. If it's already been sent, please disregard this note — otherwise, could you let me know an expected date?
Happy to answer any questions.
Best,
[Your Name]
📉 Delivering a Difficult Update
Email
Subject: An update on [topic]
Hi [Client Name],
I wanted to flag something I noticed while working on your books: [describe issue clearly and factually].
Here's what I'd suggest as next steps: [1-2 suggestions].
Happy to jump on a call if it's easier to talk through.
Best,
[Your Name]
🔁 Re-engaging a Past Client
Email
Subject: Checking in, [Client Name]
Hi [Client Name],
It's been a while! Wanted to check in and see how things are going on your end. If you ever need support with [service], I'm just an email away.
Hope all is well,
[Your Name]
Bonus 3
🚩 Red Flags Checklist
Run through this before closing a balance or sending a report to a client. Check off each item as you go.
Balance Sheet
Cash balance matches the reconciled bank balance
Accounts receivable aging has no unexplained items over 90 days
Inventory (if applicable) has been reviewed for obsolete or missing items
Fixed assets and accumulated depreciation are consistent with the register
Accounts payable is complete — no known unrecorded liabilities
Loan balances match lender statements
Assets = Liabilities + Equity (the balance sheet actually balances)
Income Statement
Revenue this period is consistent with expected volume/activity
No expense category shows an unexplained variance over [X]% vs. prior period
Payroll expense matches the actual payroll run for the period
No personal expenses appear to be mixed into business accounts
One-time or unusual items are clearly labeled, not buried in a recurring account
Entries & Documentation
No duplicate entries in the period
All entries above the materiality threshold have supporting documentation
Accruals and prepaids for the period have been recorded
No suspiciously round numbers without a clear explanation
Related-party transactions are separately identified
Before You Send It
Report has been reviewed for typos, formatting, and correct client name/period
Numbers tie out across every page/tab of the report
Any assumption or estimate used is clearly noted
You'd be comfortable explaining every number on a call, unprepared
Keep the Streak Going
🏆 Daily Challenge
One small task a day to actually build the habit of using AI in your practice — not just read about it.
Today's Challenge
How it works
A new challenge appears each day, rotating through the skills covered across the portal. Mark it complete once you've done it — your streak counter in the sidebar updates automatically. Come back tomorrow for the next one.
Please Read
🛡️ Best Practices & AI Limits
A short, important read before you rely on Claude for client work.
AI supports your judgment — it doesn't replace it
Claude is a drafting and organizing tool. Every number, entry, filing position, and piece of advice generated with these prompts should be reviewed, verified, and finalized by you as the licensed or responsible professional. Treat every output as a first draft, not a final answer.
Never rely on Claude for exact current figures
Tax rates, regulatory thresholds, filing deadlines, and legal requirements change and vary by jurisdiction. Claude may not reflect the most current rules. Always confirm exact rates, dates, and requirements against an official, current source before using them in client work.
Protect client confidentiality
Avoid pasting sensitive identifying information (full account numbers, government ID numbers, full addresses) into any AI tool unless you understand and accept that platform's data handling policies. When in doubt, anonymize or generalize client data in your prompts — use "Client A" instead of a real name where possible.
Verify before you send
Never send a client-facing email, report, or filing straight from a Claude draft without reading it fully. Check figures against your source data, check tone against the specific client relationship, and check for anything that reads generic and needs personalizing.
You are accountable
Using AI to work faster doesn't change your professional responsibility for the accuracy and compliance of your work. If something goes into a filing, a financial statement, or advice given to a client, it needs your professional sign-off — the same as it always has.
Your Achievement
🎓 Certificate of Completion
Complete all 16 core modules to unlock your certificate.
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🎉 All 16 modules complete!
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Claude for Accounting
Certificate of Completion
This certifies that
Your Name
has successfully completed all 16 modules of the Claude for Accounting training program, covering the practical application of AI across accounting, bookkeeping, compliance, and client advisory work.
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Tool
🧩 AI Prompt Builder
Pick a category and a situation — the tool builds the ready-to-copy prompt for you, so you don't have to dig through modules.
Your Prompt
Pick a category and situation above to build your prompt.
Tool
🎯 Client Segmentation Quiz
Answer 4 quick questions about a client to see which service tier (Essentials, Professional, or Advisory) they're the best fit for.
1. How complex is this client's business?
2. How often do they want to hear from you?
3. Do they ask for help beyond basic bookkeeping?
4. What's their budget expectation?
Recommended Tier
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Tool
🗺️ Guided Walkthrough
See a full real-world case from start to finish: closing the books for a fictional client, Bright Bakes LLC, using the prompts from this portal.